Qualcomm

CoreWeave, AMD, Qualcomm and Oracle: Where Is the AI Trade Heading?

U.S. stock futures are pulling back after the Nasdaq reached record highs earlier this week, as investors assess where the next phase of the...

AI Boom Is Just Getting Started

The AI infrastructure buildout is still in its early stages, with hyperscalers continuing to ramp up capital spending on data centers, compute and semiconductors....

Saudi Arabia’s AI Factories: What Makes Them Different From Data Centres

Saudi Arabia is building what Nvidia calls one of the biggest infrastructure shifts since the rise of cloud computing, AI factories, with 500MW of...